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At a Glance
Market Segments
Small-Business (79.1% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
Starting at $13.00 1 user Per Month
Free
Nutshell
Star Rating
(1,376)4.3 out of 5
Market Segments
Small-Business (79.1% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13.00 1 user Per Month
Free Trial is available
Browse all 8 pricing plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Nutshell excels in Ease of Use with a score of 8.7, making it a favorite among small businesses looking for a straightforward CRM solution. In contrast, Workbooks, while still user-friendly, has a slightly lower score of 8.4, which some reviewers mention can lead to a steeper learning curve for new users.
- Reviewers mention that Nutshell's Email Marketing features, particularly in Manage Email Lists (8.4) and Building and Personalizing Emails (8.2), are robust and intuitive. Workbooks, however, shines in Manage Email Lists with a higher score of 8.8, indicating a more comprehensive approach to list management.
- G2 users highlight that Nutshell's Sales Force Automation capabilities, especially in Opportunity & Pipeline Management (8.2), are well-integrated and effective. Conversely, Workbooks matches this score but reviewers mention that its Quote & Order Management (8.1) feature is particularly strong, providing detailed insights that some users find lacking in Nutshell.
- Users on G2 report that Nutshell's Customer Support is highly rated with a score of 8.7, with many praising the responsiveness and helpfulness of the support team. Workbooks also has a commendable score of 8.6, but some users mention that response times can vary, leading to occasional delays in resolving issues.
- Reviewers mention that Nutshell's Customization options, particularly in Custom Fields (8.2), allow for a tailored experience that meets specific business needs. In contrast, Workbooks offers a higher score of 8.6 in Custom Reports, which users say provides more flexibility in reporting and analytics.
- Users say that both products offer solid Integration capabilities, but Workbooks stands out with a higher score of 8.8 in CRM Integration, which reviewers mention allows for seamless connectivity with other tools. Nutshell, while effective, has a lower score of 7.8, indicating that some users may experience limitations in integration options.
Pricing
Entry-Level Pricing
Nutshell
Sales Foundation
Starting at $13.00
1 user Per Month
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
Free Trial
Nutshell
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.4
1,117
8.4
467
Ease of Use
8.7
1,189
8.4
471
Ease of Setup
8.5
648
7.9
227
Ease of Admin
8.7
519
8.1
234
Quality of Support
8.7
1,020
8.6
431
Has the product been a good partner in doing business?
8.8
512
8.7
221
Product Direction (% positive)
8.5
1,105
8.7
460
Features by Category
Sales Force Automation
8.5
886
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
208
8.3
859
|
Verified
8.2
318
|
Verified
8.1
875
|
Verified
8.2
346
|
Verified
7.5
673
|
Verified
7.9
220
|
Verified
8.1
725
|
Verified
8.1
283
|
Verified
7.4
672
|
Verified
7.9
253
|
Verified
7.3
583
8.1
249
|
Verified
7.6
649
8.1
256
|
Verified
Marketing Automation
7.7
668
|
Verified
7.9
269
|
Verified
7.6
601
7.8
290
|
Verified
8.4
810
|
Verified
8.0
310
|
Verified
7.2
571
8.0
216
|
Verified
Customer Support
7.9
635
8.4
277
|
Verified
7.9
659
|
Verified
8.1
246
|
Verified
8.0
689
|
Verified
8.2
266
|
Verified
7.4
556
|
Verified
8.1
202
|
Verified
7.8
575
|
Verified
8.2
208
|
Verified
Reporting & Analytics
7.8
791
|
Verified
8.2
343
|
Verified
8.2
854
|
Verified
8.1
343
|
Verified
7.4
680
|
Verified
8.0
254
|
Verified
Mobile & Social
7.2
551
|
Verified
7.8
169
|
Verified
7.0
550
|
Verified
7.7
165
|
Verified
7.1
647
|
Verified
7.5
208
|
Verified
Platform
7.7
636
|
Verified
8.4
187
|
Verified
7.9
607
|
Verified
8.2
155
|
Verified
8.3
658
|
Verified
8.5
185
|
Verified
7.2
481
|
Verified
8.0
108
|
Verified
6.5
425
|
Verified
8.3
109
|
Verified
7.2
500
7.8
130
|
Verified
8.4
635
|
Verified
8.5
188
|
Verified
7.3
481
|
Verified
8.2
145
|
Verified
Integration
7.9
605
|
Verified
8.3
184
|
Verified
7.5
539
|
Verified
8.2
138
|
Verified
7.3
477
|
Verified
7.7
114
Generative AI
Feature Not Available
6.9
17
Agentic AI - CRM
7.6
42
Not enough data
7.5
40
Not enough data
7.2
41
Not enough data
7.3
41
Not enough data
7.2
41
Not enough data
7.3
40
Not enough data
7.2
41
Not enough data
Email Marketing
8.1
249
Not enough data
8.4
261
Not enough data
Feature Not Available
Not enough data
8.3
260
Not enough data
8.5
264
Not enough data
8.1
249
Not enough data
Feature Not Available
Not enough data
8.2
222
Not enough data
Feature Not Available
Not enough data
Reporting & Analytics
7.1
139
Not enough data
8.1
241
Not enough data
Generative AI
6.5
159
Not enough data
6.7
159
Not enough data
Agentic AI - Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
8.0
246
Not enough data
7.2
206
Not enough data
7.0
197
Not enough data
7.8
217
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
8.3
195
Not enough data
8.2
192
Not enough data
7.3
160
Not enough data
Feature Not Available
Not enough data
8.1
169
Not enough data
8.0
180
Not enough data
8.1
168
Not enough data
Repeatability and Reportability
Feature Not Available
Not enough data
8.2
173
Not enough data
8.2
168
Not enough data
7.4
151
Not enough data
Feature Not Available
Not enough data
AI and Automation
7.7
165
Not enough data
7.9
164
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Engagement
6.8
12
Not enough data
7.5
12
Not enough data
7.2
12
Not enough data
7.2
12
Not enough data
7.5
12
Not enough data
7.6
12
Not enough data
7.4
12
Not enough data
Customization
8.3
44
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
41
Not enough data
Additional Functionality
8.6
43
Not enough data
6.8
35
Not enough data
8.5
42
Not enough data
6.6
33
Not enough data
8.0
40
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Google Workspace for Sales
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Performance Management
6.7
9
Not enough data
7.4
9
Not enough data
6.9
9
Not enough data
Incentives
6.8
93
6.7
9
6.6
97
6.7
8
6.5
93
6.3
9
7.6
98
6.8
11
Personalization
7.5
106
7.3
10
7.7
105
8.6
12
8.2
117
8.3
13
7.7
104
6.9
9
Administrative
7.7
108
8.0
11
7.5
102
7.6
11
7.3
96
7.5
10
Agentic AI - Email Tracking
7.9
12
Not enough data
8.2
11
Not enough data
8.3
11
Not enough data
8.5
11
Not enough data
8.2
11
Not enough data
8.5
11
Not enough data
8.5
11
Not enough data
Analytics
8.0
186
Not enough data
8.0
180
Not enough data
7.9
174
Not enough data
Customizations
8.4
184
Not enough data
8.3
191
Not enough data
8.3
191
Not enough data
8.0
175
Not enough data
8.4
189
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
6.9
13
Not enough data
6.9
13
Not enough data
7.1
13
Not enough data
7.2
13
Not enough data
7.7
13
Not enough data
Data Sourcing
7.6
163
8.1
12
7.9
173
8.8
14
Feature Not Available
7.9
12
8.5
184
8.3
15
8.1
170
8.4
16
Predictive Analytics
7.9
172
8.5
14
7.8
167
8.7
13
Feature Not Available
7.8
12
7.5
161
8.1
15
Sales Management
8.4
189
8.7
15
Feature Not Available
7.9
12
Feature Not Available
8.5
13
8.5
197
8.8
15
Categories
Categories
Shared Categories
Nutshell and Workbooks are categorized as Sales Analytics, CRM, and Sales Performance Management
Unique Categories
Nutshell is categorized as Sales Engagement, Google Workspace for Sales, Email Tracking, Online Form Builder, and Email Marketing
Workbooks is categorized as Lead Scoring and A/B Testing
Reviews
Reviewers' Company Size
Nutshell
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
7.9%
Computer Software
7.5%
Construction
5.2%
Information Technology and Services
5.0%
Financial Services
3.4%
Other
71.1%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Alternatives
Discussions
I am unable to email from Nutshell. This started after my company did an upgrade. Also, How do I could get multiple bcc emails to show in their account? Or is they a way to use a distribution group list and have each email show up in members accounts? I may need help getting it set up.
2 Comments
AR
Call the Help Desk; they typically answer earlier in the day or call you back the same day. There is no BCC availability that I am aware of.Read more
What integration options have you found that work best for Nutshell?
2 Comments
AB
I love fireflies.ai but it requires API or zapier
Google workplaces has a great chrome extension for gmail which has caught a lot more for input f...Read more
Is there a limit to the number of contacts that I can add to Nutshell?
1 Comment
Official Response from Nutshell
No. All Nutshell subscriptions include unlimited contacts and data storage.Read more
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
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